Rightsizing for Retirement

Understanding Today's Financial Environment

Welcome, I'm David Rouse, a CPA and CFP® in San Antonio, TX. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or developing an estate planning strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.

I have over 30 years of experience in financial services and can help you address your needs of today, and for many years to come. I look forward to working with you through all stages of your life. Let's get started today. Please give me a call at (210) 960-2117.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2018 FMG Suite.

1David C. Rouse, CPA* CFP® is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, One National Life Drive, Montpelier, VT 05604. (800) 344-7437. Rouse and Associates and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

David C. Rouse is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Texas. He also offers insurance in Texas.

*Tax advice and accounting services are offered independently of Equity Services, Inc. (ESI). ESI, and any companies affiliated with ESI, are not sponsoring, are not responsible for, and make no warranties or representations as to the CPA's right to or competence to practice accounting. Anyone dealing with the CPA assumes the entire risk of dealing with the CPA in connection with the practice of accounting or providing tax advice.

Documents uploaded are for CPA/accounting buisness only and all securities related correspondence need to be sent via email to [email protected].